Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9B
AUM Growth
-$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,890
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$302M
3
+$195M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$189M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$133M

Top Sells

1
+$142M
2
+$103M
3
+$29.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.7M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$23.7M

Sector Composition

1 Technology 2.43%
2 Financials 1.55%
3 Healthcare 1.38%
4 Consumer Discretionary 1.21%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$129K ﹤0.01%
2,425
+447
1027
$128K ﹤0.01%
+4,100
1028
$128K ﹤0.01%
2,479
+1,630
1029
$128K ﹤0.01%
8,450
1030
$127K ﹤0.01%
14,396
+897
1031
$126K ﹤0.01%
12,789
+551
1032
$126K ﹤0.01%
4,513
+13
1033
$126K ﹤0.01%
2,779
+1,948
1034
$126K ﹤0.01%
1,382
+62
1035
$125K ﹤0.01%
11,568
+80
1036
$124K ﹤0.01%
2,183
-80
1037
$124K ﹤0.01%
3,450
1038
$123K ﹤0.01%
13,589
+193
1039
$123K ﹤0.01%
5,075
+4,654
1040
$123K ﹤0.01%
1,503
+519
1041
$123K ﹤0.01%
10,646
-4,065
1042
$123K ﹤0.01%
11,353
+143
1043
$123K ﹤0.01%
9,218
-480
1044
$122K ﹤0.01%
29,085
+22,725
1045
$122K ﹤0.01%
2,547
+547
1046
$122K ﹤0.01%
19,488
-1,134
1047
$121K ﹤0.01%
5,433
-60,657
1048
$121K ﹤0.01%
7,077
+211
1049
$121K ﹤0.01%
4,605
+3,162
1050
$121K ﹤0.01%
+5,255
40 41
42
43 44